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Ullmann Wealth Partners Group, LLC: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ullmann Wealth Partners Group, LLC on IWR, newest first. How the timeline and the estimate are built.

Ullmann Wealth Partners Group, LLC held 195,007 IWR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,007 shares
    Change vs previous 13F +3,322 shares

    1.96% of the 13F portfolio, value $21,513,185.

    13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 191,685 shares
    Change vs previous 13F +9,446 shares

    1.93% of the 13F portfolio, value $18,637,517.

    13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 182,239 shares
    Change vs previous 13F +26,365 shares

    1.82% of the 13F portfolio, value $17,451,238.

    13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 155,874 shares
    Change vs previous 13F +18,688 shares

    1.64% of the 13F portfolio, value $15,049,615.

    13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,186 shares
    Change vs previous 13F +38,744 shares

    1.49% of the 13F portfolio, value $12,617,001.

    13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 98,442 shares
    Change vs previous 13F -4,092 shares

    1.11% of the 13F portfolio, value $8,374,462.

    13F-HR 0001085146-25-002052 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,534 shares
    Change vs previous 13F -2,485 shares

    1.17% of the 13F portfolio, value $9,063,998.

    13F-HR 0001085146-25-000209 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 105,019 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $9,256,366.

    13F-HR 0001085146-24-004912 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).